See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,598 | $209,411-78.2% | $178,490-74.5% | $158,922-71.3% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 15.68% | 188.75%-173.1pp | 151.07%-135.4pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,176 | $5,706-79.4% | $5,011-76.5% | $4,761-75.3% |
| Participant deferral / active EE | $3,192 | $5,954-46.4% | $5,202-38.6% | $5,982-46.6% |
| Admin fee / account holder | $952 | $17,074-94.4% | $13,984-93.2% | $11,246-91.5% |